WHO WE ARE

Independent Financial Advisors Brookfield, WI

Freedom Wealth Alliance is an Independent RIA Firm that provides a home and an unmatched set of services for financial advisors seeking business growth, operational excellence, and compliance oversight. We created the firm to relieve your stress and take away your worries so you and your clients can live well and live free.Learn More

Grow

As a “done for you” company, Freedom Wealth Alliance’s expert marketing system tees up prospects for you so you can focus on meeting with prospects, not digging them up. Growth is good and we deliver.

Manage

As a “process” company, Freedom Wealth Alliance’s highly organized back office handles the operational nuts and bolts so you can stay out of the weeds. Operational excellence is critical and we have it covered.

Protect

As a “protection” company, Freedom Wealth Alliance handles all the legal, compliance, and value-zapping issues that can impact your livelihood. Protecting the value of your practice is paramount and we have your back.